Q4 2021 top fixed-income mutual funds
Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows
Top 50 fixed-income funds ranked by quarterly returns
| Name | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|
| 1 | North Square Preferred and Income Securities Fd (ORDNX) | 14.3% | 27.4% | 23.1% | 17.4% | $15.2 | 1.00% |
| 2 | WP Income Plus Fund (WPINX) | 8.8% | 15.5% | -7.0% | -5.9% | $3.3 | 4.79% |
| 3 | DFA LTIP Portfolio (DRXIX) | 8.4% | 9.1% | 18.2% | 10.6% | $406.6 | 0.15% |
| 4 | Quantified Government Income Tactical Fund (QGITX) | 5.6% | N/A | N/A | N/A | $50.7 | 1.68% |
| 5 | Pimco Long-Term Real Return Fund (PRAIX) | 5.4% | 6.5% | 16.6% | 10.0% | $607.3 | 0.60% |
| 6 | ProFunds US Government Plus ProFund (GVPIX) | 5.4% | -7.2% | 9.8% | 6.7% | $22.2 | 1.51% |
| 7 | Wasatch-Hoisington US Treasury Fund (WHOSX) | 5.0% | -4.9% | 10.2% | 7.3% | $484.8 | 0.66% |
| 8 | Rydex Government Long Bond 1.2x Strategy Fund (RYGBX) | 5.0% | -7.2% | 10.1% | 6.9% | $99.6 | 1.08% |
| 9 | PFM Multi-Manager Fixed Income | 4.7% | 4.0% | 7.1% | N/A | $828.5 | 0.56% |
| 10 | Pimco Extended Duration Fund (PEDIX) | 4.7% | -5.0% | 12.0% | 9.0% | $782.8 | 0.63% |
| 11 | HCM Income Plus Fund (HCMEX) | 4.0% | 9.9% | 21.2% | 13.2% | $741.1 | 1.61% |
| 12 | Vanguard Extended Duration Treasury Index Fd (VEDTX) | 4.0% | -6.5% | 11.4% | 8.7% | $2,578.5 | 0.06% |
| 13 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | 3.1% | -4.6% | 8.9% | 6.8% | $7,035.8 | 0.03% |
| 14 | Pimco Fixed Income Shares Series R (FXIRX) | 3.0% | 7.2% | 11.5% | 7.3% | $259.0 | 0.26% |
| 15 | Quantified Tactical Fixed Income Fund (QFITX) | 3.0% | -3.0% | N/A | N/A | $180.9 | 1.68% |
| 16 | Fidelity Series Long-Term Treasury Bond Fund (FTLTX) | 2.7% | -4.8% | 8.5% | 6.4% | $13,409.9 | 0.00% |
| 17 | Vanguard Long-Term Treasury Fund (VUSTX) | 2.7% | -4.7% | 8.7% | 6.5% | $3,853.4 | 0.20% |
| 18 | Fidelity Long-Term Treasury Bond Index Fund (FNBGX) | 2.7% | -4.9% | 8.6% | N/A | $4,036.4 | 0.03% |
| 19 | Pimco Long-Term US Government Fund (PGOVX) | 2.5% | -4.5% | 8.5% | 6.4% | $767.4 | 0.57% |
| 20 | Fairholme Focused Income Fund (FOCIX) | 2.4% | 6.7% | 5.0% | 1.4% | $121.2 | 1.05% |
| 21 | Manning & Napier High Yield Bond Series (MNHYX) | 2.4% | 10.0% | 10.0% | 7.4% | $261.9 | 0.91% |
| 22 | Fidelity Series 5+ Year Inflation-Protected Bd Idx (FSTDX) | 2.4% | N/A | N/A | N/A | $6,986.4 | 0.00% |
| 23 | Rydex Strengthening Dollar 2x Strategy Fund (RYSBX) | 2.4% | 11.2% | 0.3% | -1.6% | $4.4 | 1.97% |
| 24 | T Rowe Price US Treasury Long-Term Index Fund (PRULX) | 2.4% | -5.2% | 8.5% | 6.3% | $4,125.3 | 0.23% |
| 25 | Federated Hermes Inflation Protected Scrts (RRFIX) | 2.4% | 5.6% | 8.2% | 5.1% | $192.7 | 0.35% |
| 26 | Fidelity Flex Inflation-Protected Bond Index Fund (FBUIX) | 2.4% | 5.9% | 8.4% | N/A | $10.1 | 0.00% |
| 27 | Fidelity Inflation-Protected Bond Index Fund (FIPDX) | 2.3% | 5.9% | 8.4% | 5.3% | $11,717.3 | 0.05% |
| 28 | Schwab Treasury Inflation Protected Sec Index Fund (SWRSX) | 2.3% | 5.8% | 8.3% | 5.3% | $3,121.2 | 0.05% |
| 29 | American Century Inflation Adjusted Bond Fund (ACITX) | 2.3% | 6.4% | 8.1% | 4.9% | $3,719.0 | 0.47% |
| 30 | Bitcoin Strategy ProFund (BTCFX) | 2.3% | N/A | N/A | N/A | $32.0 | 1.15% |
| 31 | DFA Global Core Plus Real Return Portfolio (DFAAX) | 2.3% | N/A | N/A | N/A | $327.4 | 0.30% |
| 32 | DoubleLine Long Duration Total Return Bond Fund (DBLDX) | 2.3% | -3.9% | 6.9% | 5.3% | $73.6 | 0.51% |
| 33 | MassMutual Inflation-Protected & Income Fund (MIPSX) | 2.3% | 6.3% | 8.6% | 5.5% | $383.4 | 0.57% |
| 34 | JPMorgan Tax Aware Real Return Fund (TXRIX) | 2.3% | 8.5% | 5.5% | 3.7% | $610.9 | 0.50% |
| 35 | PGIM TIPS Fund (PQTSX) | 2.2% | 5.7% | 8.0% | N/A | $83.0 | 0.40% |
| 36 | Vanguard Inflation-Protected Securities Fund (VIPSX) | 2.2% | 5.6% | 8.1% | 5.1% | $41,766.7 | 0.20% |
| 37 | Morg Stan Pathway Funds Inflation-Lnk Fxd Inc Fd (TILUX) | 2.2% | 5.4% | 8.7% | 5.3% | $146.9 | 1.22% |
| 38 | Miller Intermediate Bond Fund (MIFIX) | 2.2% | 4.3% | 9.4% | 5.8% | $128.9 | 0.95% |
| 39 | Nuveen High Yield Municipal Bond Fund (NHMRX) | 2.1% | 9.9% | 8.3% | 7.8% | $25,266.1 | 0.76% |
| 40 | AB Muni Bond Inflation Strat (AUNOX) | 2.1% | 7.2% | 5.9% | 4.1% | $2,443.3 | 0.60% |
| 41 | PFG BNY Mellon Diversifier Strategy Fund (PFADX) | 2.1% | 3.8% | 6.4% | N/A | $167.2 | 2.71% |
| 42 | Principal Inflation Protection Fund (PIPIX) | 2.1% | 5.4% | 8.0% | 5.0% | $1,497.5 | 0.39% |
| 43 | Goldman Sachs Inflation Protected Secs Fd (GSIPX) | 2.1% | 5.4% | 8.0% | 5.0% | $606.9 | 0.34% |
| 44 | Nationwide Inflation-Protected Securities Fd (NIFIX) | 2.1% | 5.1% | 8.1% | 5.1% | $258.5 | 0.30% |
| 45 | Delaware National High-Yield Municipal Bd Fd (CXHYX) | 2.1% | 7.8% | 7.9% | 6.7% | $1,877.2 | 0.85% |
| 46 | Delaware Ivy Municipal High Income Fund (WYMHX) | 2.1% | 5.4% | 5.2% | 4.4% | $962.4 | 0.61% |
| 47 | Pimco Real Return Fund (PRRIX) | 2.1% | 5.6% | 8.7% | 5.5% | $12,492.1 | 0.47% |
| 48 | PF Inflation Managed Fund | 2.1% | 5.6% | 8.6% | 5.4% | $32.7 | 1.08% |
| 49 | North Square Strategic Income Fund (ADVNX) | 2.0% | 5.3% | 9.3% | 6.3% | $80.3 | 0.92% |
| 50 | Western Asset Inflation Indexed Plus Bond Fund (WAIIX) | 2.0% | 4.7% | 8.1% | 5.1% | $112.2 | 0.35% |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.
Top 25 fixed-income funds ranked by largest Inflows
| Name | 3-Month Portfolio Estimated Net Flows ($M) | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Total Bond Market II Index Fund (VTBIX) | $5,723.3 | -0.1% | -1.7% | 5% | 3% | $257,407.9 | 0.09% |
| 2 | Fidelity Series 5+ Year Inflation-Protected Bd Idx (FSTDX) | $5,599.3 | 2.4% | N/A | N/A | N/A | $6,986.4 | 0.00% |
| 3 | Strategic Advisers Fidelity Core Income Fund (FIWGX) | $4,182.9 | 0.3% | -0.1% | 6.3% | N/A | $46,719.6 | 0.23% |
| 4 | American Funds Bond Fund of America (ABNDX) | $3,671.3 | 0.2% | -0.9% | 5.8% | 4.1% | $79,565.3 | 0.57% |
| 5 | Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) | $3,387.3 | 3.1% | -4.6% | 8.9% | 6.8% | $7,035.8 | 0.03% |
| 6 | Fidelity Series 0-5 Year Inflation-Protected Bd Id (FSTZX) | $3,248.1 | 0.2% | N/A | N/A | N/A | $4,048.2 | 0.00% |
| 7 | Baird Aggregate Bond Fund;Institutional (BAGIX) | $2,965.6 | -0.1% | -1.5% | 5.4% | 4.0% | $39,973.4 | 0.30% |
| 8 | Fidelity Series International Developed Mkts Bd Id (FSTQX) | $2,830.4 | -0.2% | N/A | N/A | N/A | $3,651.5 | 0.00% |
| 9 | Vanguard Total International Bond II Index Fd (VTILX) | $2,390.7 | -0.2% | N/A | N/A | N/A | $72,678.8 | 0.07% |
| 10 | Fidelity Series Long-Term Treasury Bond Fund (FTLTX) | $2,103.7 | 2.7% | -4.8% | 8.5% | 6.4% | $13,409.9 | 0.00% |
| 11 | Strategic Advisers Municipal Bond Fund (FSMUX) | $2,057.4 | 1.0% | N/A | N/A | N/A | $4,355.2 | 0.47% |
| 12 | Vanguard Inflation-Protected Securities Fund (VIPSX) | $2,016.6 | 2.2% | 5.6% | 8.1% | 5.1% | $41,766.7 | 0.20% |
| 13 | Catholic Responsible Investments Bond Fund (CRBSX) | $1,817.3 | N/A | N/A | N/A | N/A | $1,817.3 | 0.35% |
| 14 | Lord Abbett Bond Debenture Fund (LBNDX) | $1,737.5 | 0.1% | 3.3% | 8.0% | 5.8% | $28,420.6 | 0.78% |
| 15 | Pimco Income Fund (PIMIX) | $1,521.6 | 0.2% | 2.6% | 5.5% | 5.1% | $146,302.6 | 0.62% |
| 16 | Fidelity Advisor Floating Rate High Income Fd (FFRIX) | $1,388.4 | 0.8% | 5.6% | 5.2% | 3.9% | $11,611.9 | 0.72% |
| 17 | Fidelity Strategic Advisers Core Income Fund (FPCIX) | $1,382.6 | 0.1% | -0.7% | 5.9% | 4.4% | $48,258.7 | 0.39% |
| 18 | BlackRock Strategic Income Opps Port (BSIIX) | $1,175.5 | -0.2% | 1.0% | 5.2% | 4.0% | $45,074.9 | 0.75% |
| 19 | JPMorgan Core Bond Fund (WOBDX) | $1,156.6 | -0.1% | -1.1% | 5.0% | 3.8% | $36,308.6 | 0.50% |
| 20 | Pimco Low Duration Income Fund (PFIIX) | $1,071.0 | 0.0% | 2.1% | 4.5% | 4.2% | $11,187.9 | 0.54% |
| 21 | MassMutual Short-Duration Bond Fund (MSTDX) | $1,062.4 | -0.7% | 1.8% | 2.9% | 2.6% | $1,437.9 | 0.52% |
| 22 | Lord Abbett Inflation Focused Fund (LIFIX) | $1,046.8 | 1.8% | 10.4% | 7.2% | 4.3% | $3,953.5 | 0.50% |
| 23 | American Funds Inflation Linked Bond Fund (BFIAX) | $1,021.7 | 1.3% | 3.8% | 8.2% | 5.2% | $13,641.9 | 0.70% |
| 24 | Fidelity Inflation-Protected Bond Index Fund (FIPDX) | $1,007.6 | 2.3% | 5.9% | 8.4% | 5.3% | $11,717.3 | 0.05% |
| 25 | Bridge Builder Core Plus Bond Fund (BBCPX) | $942.4 | 0.0% | -0.3% | 6.1% | 4.5% | $34,503.7 | 0.15% |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.
Top 25 fixed-income funds ranked by largest outflows
| Name | 3-Month Portfolio Estimated Net Flows ($M) | 3-Month Return | One-Year Return % | Three-Year Annualized Return % | Five-Year Annualized Return % | Portfolio Total Net Assets ($M) | Expense Ratio | |
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity Series Inflation-Protected Bond Idx Fd (FSIPX) | -$8,984.0 | 1.4% | 5.6% | 6.9% | 4.4% | $5,550.1 | 0.00% |
| 2 | Baird Core Plus Bond Fund (BCOIX) | -$2,799.3 | -0.1% | -1.0% | 5.8% | 4.3% | $29,260.5 | 0.30% |
| 3 | PGIM Total Return Bond Fund (PDBAX) | -$2,285.9 | 0.2% | -1.6% | 5.5% | 4.3% | $56,220.8 | 0.76% |
| 4 | MetWest Total Return Bond Fund (MWTRX) | -$1,999.5 | -0.2% | -1.3% | 5.3% | 3.8% | $85,629.8 | 0.67% |
| 5 | TCW Total Return Bond Fund (TGLMX) | -$1,850.8 | 0.0% | -1.1% | 4.8% | 3.7% | $4,888.1 | 0.49% |
| 6 | USAA Income Fund (USAIX) | -$1,754.7 | -0.1% | 0.4% | 6.4% | 4.7% | $6,631.8 | 0.44% |
| 7 | Templeton Global Bond Fund (TPINX) | -$1,503.4 | -0.5% | -5.1% | -3.0% | -1.1% | $8,440.6 | 0.92% |
| 8 | Eaton Vance Short Duration Govt Income Fd (EALDX) | -$1,462.7 | -0.6% | -0.5% | 1.2% | 1.5% | $8,958.0 | 0.82% |
| 9 | Vanguard Ultra-Short-Term Bond Fund (VUSFX) | -$1,462.0 | -0.2% | 0.2% | 1.9% | 1.8% | $20,375.7 | 0.10% |
| 10 | Vanguard Total Bond Market Index Fund (VBMFX) | -$1,302.8 | -0.1% | -1.8% | 4.7% | 3.5% | $316,331.3 | 0.15% |
| 11 | Goldman Sachs Short-Term Conservative Inc Fd (GPPIX) | -$1,158.1 | -0.1% | 0.0% | 1.5% | 1.6% | $4,998.9 | 0.24% |
| 12 | Morgan Stanley Inst Ultra-Short Income Ptf (MUAIX) | -$986.0 | 0.0% | 0.0% | 0.9% | 1.1% | $11,891.1 | 0.45% |
| 13 | JPMorgan Managed Income Fund (JMGIX) | -$960.4 | -0.1% | 0.0% | 1.4% | 1.5% | $13,072.2 | 0.25% |
| 14 | Fidelity Strategic Advisers Income Opptys Fd (FPIOX) | -$938.4 | 0.7% | 5.7% | 8.5% | 5.9% | $5,244.3 | 0.52% |
| 15 | Pimco Short Asset Investment Fund (PAIDX) | -$931.5 | -0.2% | -0.1% | 1.2% | 1.5% | $3,320.3 | 0.34% |
| 16 | Vanguard GNMA Fund (VFIIX) | -$923.4 | -0.5% | -1.1% | 2.8% | 2.2% | $22,989.5 | 0.21% |
| 17 | BlackRock Short Obligations Fund (BBSOX) | -$904.9 | -0.1% | 0.0% | 1.5% | 1.6% | $3,317.5 | 0.30% |
| 18 | Vanguard Short-Term Investment-Grade Fund (VFSTX) | -$896.5 | -0.7% | -0.4% | 3.4% | 2.6% | $78,102.8 | 0.20% |
| 19 | JPMorgan Ultra-Short Municipal Fund (USMTX) | -$889.3 | 0.0% | 0.0% | 1.0% | 1.0% | $4,496.1 | 0.25% |
| 20 | T Rowe Price Ultra Short-Term Bond Fund (TRBUX) | -$883.8 | -0.2% | 0.2% | 2.3% | 2.1% | $4,391.3 | 0.31% |
| 21 | Pimco Investment Grade Credit Bond Fund (PIGIX) | -$815.9 | -0.2% | -1.2% | 6.8% | 5.2% | $17,876.7 | 0.52% |
| 22 | TCW Emerging Markets Income Fund (TGEIX) | -$798.9 | -1.8% | -5.1% | 4.9% | 3.9% | $6,593.4 | 0.85% |
| 23 | Fidelity Series Treasury Bill Index Fund (FHQFX) | -$739.3 | 0.0% | 0.1% | 1.1% | N/A | $2,909.7 | 0.00% |
| 24 | Pimco Short-Term Fund (PTSHX) | -$672.2 | -0.4% | 0.0% | 1.8% | 1.9% | $16,255.7 | 0.47% |
| 25 | Putnam Ultra Short Duration Income Fund (PSDYX) | -$664.9 | -0.1% | 0.1% | 1.5% | 1.5% | $14,887.2 | 0.30% |
Source: Data from Refinitiv Lipper, an LSEG Business; ex-conventional mutual funds, ex-leveraged and ex-dedicated short bias. Data through Dec. 31, 2021.
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